GW&K Investment Management, LLC
BOSTON MA · SEC CIK 0001082917
$127.98亿2026Q2 申报市值
1,108持仓数
12.7%前十大占比 · 第一大 1.9%
113 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CECO 新建仓+$5,458.40万
FN 加仓+$4,633.31万
STX 加仓+$4,383.89万
WHD 新建仓+$3,845.20万
CYTK 加仓+$3,590.70万
2026Q2 卖出最多 按季末市值估算
FIX 减仓-$1.03亿
STRL 减仓-$8,989.10万
MTSI 减仓-$7,771.79万
CRDO 减仓-$6,256.72万
POWL 减仓-$5,483.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $22.20万 | 0.00% | 294 | -7 | -2.3% | -$5,286 | 减仓 |
| SCHW | SCHWAB (CHARLES) CORP | $21.80万 | 0.00% | 2,361 | -236 | -9.1% | -$2.18万 | 减仓 |
| GLW | CORNING INC | $21.20万 | 0.00% | 831 | -21 | -2.5% | -$5,357 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $21.10万 | 0.00% | 1,811 | -585 | -24.4% | -$6.82万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-U | $20.90万 | 0.00% | 2,495 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $20.50万 | 0.00% | 2,125 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES DJ US HOME CONSTRUCT | $20.50万 | 0.00% | 1,960 | 1,960 | — | $20.50万 | 新建仓 |
| APP | APPLOVIN CORP-CLASS A | $20.40万 | 0.00% | 396 | 28 | 7.6% | $1.44万 | 加仓 |
| DDOG | DATADOG INC - CLASS A | $19.20万 | 0.00% | 737 | 97 | 15.2% | $2.53万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $19.10万 | 0.00% | 803 | 213 | 36.1% | $5.07万 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES | $18.90万 | 0.00% | 3,805 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB US SMALL-CAP ETF | $18.90万 | 0.00% | 5,235 | 1,561 | 42.5% | $5.64万 | 加仓 |
| BA | BOEING CO/THE | $18.80万 | 0.00% | 868 | -5 | -0.6% | -$1,083 | 减仓 |
| GLD | SPDR GOLD SHARES | $18.60万 | 0.00% | 505 | 353 | 232.2% | $13.00万 | 加仓 |
| NEM | NEWMONT CORP | $17.90万 | 0.00% | 1,913 | -71 | -3.6% | -$6,643 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $17.90万 | 0.00% | 364 | -4 | -1.1% | -$1,967 | 减仓 |
| CGDV | CAP GROUP DIVIDEND VALUE | $17.20万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $17.00万 | 0.00% | 8,216 | -859 | -9.5% | -$1.78万 | 减仓 |
| HOOD | ROBINHOOD MARKETS INC - A | $17.00万 | 0.00% | 1,699 | 155 | 10.0% | $1.55万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $16.70万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND E | $16.30万 | 0.00% | 1,512 | 123 | 8.9% | $1.33万 | 加仓 |
| D | DOMINION ENERGY INC | $16.10万 | 0.00% | 2,360 | 99 | 4.4% | $6,754 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $16.00万 | 0.00% | 186 | 123 | 195.2% | $10.58万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | $15.80万 | 0.00% | 598 | -182 | -23.3% | -$4.81万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $15.60万 | 0.00% | 712 | -246 | -25.7% | -$5.39万 | 减仓 |
| ADI | ANALOG DEVICES INC | $15.60万 | 0.00% | 394 | -8 | -2.0% | -$3,168 | 减仓 |
| MCD | MCDONALD'S CORP | $15.20万 | 0.00% | 562 | -167 | -22.9% | -$4.52万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $15.20万 | 0.00% | 828 | -20 | -2.4% | -$3,671 | 减仓 |
| CBRE | CBRE GROUP INC - A | $15.10万 | 0.00% | 1,121 | 876 | 357.6% | $11.80万 | 加仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $14.50万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP-CLASS A | $13.90万 | 0.00% | 540 | 189 | 53.8% | $4.87万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $13.80万 | 0.00% | 512 | -349 | -40.5% | -$9.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $13.80万 | 0.00% | 557 | -11 | -1.9% | -$2,725 | 减仓 |
| DIS | WALT DISNEY CO/THE | $13.70万 | 0.00% | 1,420 | 39 | 2.8% | $3,763 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $13.60万 | 0.00% | 401 | -3 | -0.7% | -$1,017 | 减仓 |
| AXON | AXON ENTERPRISE INC | $13.60万 | 0.00% | 242 | 16 | 7.1% | $8,992 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $13.50万 | 0.00% | 3,200 | 38 | 1.2% | $1,603 | 加仓 |
| XTN | SPDR S&P TRANSPORTATION ETF | $13.30万 | 0.00% | 1,152 | 1,152 | — | $13.30万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $13.20万 | 0.00% | 1,836 | -211 | -10.3% | -$1.52万 | 减仓 |
| SCHX | SCHWAB US LARGE-CAP ETF | $13.20万 | 0.00% | 4,498 | 2,473 | 122.1% | $7.26万 | 加仓 |
| DHR | DANAHER CORP | $13.00万 | 0.00% | 685 | -51 | -6.9% | -$9,679 | 减仓 |
| MO | ALTRIA GROUP INC | $13.00万 | 0.00% | 1,800 | 64 | 3.7% | $4,622 | 加仓 |
| AIG | AMERICAN INTERNATIONAL GROUP | $12.90万 | 0.00% | 1,730 | -45 | -2.5% | -$3,355 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $12.90万 | 0.00% | 1,116 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $12.70万 | 0.00% | 3,333 | -629,699 | -99.5% | -$2,399.39万 | 减仓 |
| LOW | LOWES COS INC | $12.70万 | 0.00% | 576 | -79 | -12.1% | -$1.74万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $12.70万 | 0.00% | 745 | -17 | -2.2% | -$2,898 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $12.20万 | 0.00% | 687 | 137 | 24.9% | $2.43万 | 加仓 |
| MSCI | MSCI INC | $12.20万 | 0.00% | 217 | 46 | 26.9% | $2.59万 | 加仓 |
| TWLO | TWILIO INC - A | $12.20万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $12.10万 | 0.00% | 1,162 | 301 | 35.0% | $3.13万 | 加仓 |
| VST | VISTRA CORP | $12.00万 | 0.00% | 756 | 522 | 223.1% | $8.29万 | 加仓 |
| ALAB | ASTERA LABS INC | $11.90万 | 0.00% | 247 | -27,084 | -99.1% | -$1,304.86万 | 减仓 |
| TJX | TJX COS INC NEW | $11.90万 | 0.00% | 784 | -122 | -13.5% | -$1.85万 | 减仓 |
| SPYX | SS SPDR S&P 500 FOSS FL ETF | $11.90万 | 0.00% | 1,940 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $11.80万 | 0.00% | 1,872 | -19 | -1.0% | -$1,198 | 减仓 |
| GILD | GILEAD SCIENCES INC | $11.70万 | 0.00% | 924 | -40 | -4.1% | -$5,065 | 减仓 |
| XRT | SPDR S&P RETAIL ETF | $11.50万 | 0.00% | 1,311 | 1,311 | — | $11.50万 | 新建仓 |
| DUK | DUKE ENERGY CORP | $11.20万 | 0.00% | 885 | 34 | 4.0% | $4,303 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC | $11.20万 | 0.00% | 245 | -4 | -1.6% | -$1,829 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $11.20万 | 0.00% | 439 | 1 | 0.2% | $255 | 加仓 |
| CME | CME GROUP INC | $11.10万 | 0.00% | 504 | -137 | -21.4% | -$3.02万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $11.10万 | 0.00% | 2,609 | 285 | 12.3% | $1.21万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $10.90万 | 0.00% | 1,427 | -23 | -1.6% | -$1,757 | 减仓 |
| CSX | CSX CORP | $10.90万 | 0.00% | 2,284 | -17 | -0.7% | -$811 | 减仓 |
| MMM | 3M COMPANY | $10.80万 | 0.00% | 668 | -48 | -6.7% | -$7,760 | 减仓 |
| ALL | ALLSTATE CORP | $10.70万 | 0.00% | 451 | -1 | -0.2% | -$237 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INC | $10.40万 | 0.00% | 465 | -479 | -50.7% | -$10.71万 | 减仓 |
| FDX | FEDEX CORP | $10.40万 | 0.00% | 331 | -6 | -1.8% | -$1,885 | 减仓 |
| CPAY | CORPAY INC | $10.40万 | 0.00% | 313 | -5 | -1.6% | -$1,661 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $10.40万 | 0.00% | 1,132 | 113 | 11.1% | $1.04万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $10.40万 | 0.00% | 209 | 23 | 12.4% | $1.14万 | 加仓 |
| NET | CLOUDFLARE INC - CLASS A | $10.40万 | 0.00% | 425 | 93 | 28.0% | $2.28万 | 加仓 |
| — | TOPBUILD CORP | $10.30万 | 0.00% | 290 | -12,507 | -97.7% | -$444.21万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $10.30万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $10.20万 | 0.00% | 391 | 31 | 8.6% | $8,087 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $10.10万 | 0.00% | 2,020 | 9 | 0.4% | $450 | 加仓 |
| PLD | PROLOGIS INC | $10.00万 | 0.00% | 741 | -27 | -3.5% | -$3,644 | 减仓 |
| CRH | CRH PLC | $10.00万 | 0.00% | 931 | 12 | 1.3% | $1,289 | 加仓 |
| WELL | WELLTOWER INC | $10.00万 | 0.00% | 440 | -5 | -1.1% | -$1,136 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROW | $10.00万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS CO | $9.80万 | 0.00% | 1,266 | -44 | -3.4% | -$3,406 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $9.80万 | 0.00% | 281 | 117 | 71.3% | $4.08万 | 加仓 |
| XBI | SPDR S&P BIOTECH ETF | $9.80万 | 0.00% | 621 | 621 | — | $9.80万 | 新建仓 |
| PFE | PFIZER INC | $9.70万 | 0.00% | 4,017 | -1,008 | -20.1% | -$2.43万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $9.60万 | 0.00% | 188 | -9 | -4.6% | -$4,596 | 减仓 |
| CVS | CVS HEALTH CORP | $9.50万 | 0.00% | 916 | -20 | -2.1% | -$2,074 | 减仓 |
| FTNT | FORTINET INC | $9.50万 | 0.00% | 619 | 113 | 22.3% | $1.73万 | 加仓 |
| SCHC | SCHWAB INTL SMALL-CAP EQUITY | $9.40万 | 0.00% | 1,951 | -11 | -0.6% | -$530 | 减仓 |
| GSK | GSK PLC-SPON ADR | $9.20万 | 0.00% | 1,762 | 2 | 0.1% | $104 | 加仓 |
| NVS | NOVARTIS AG-SPONSORED ADR | $9.10万 | 0.00% | 581 | -2 | -0.3% | -$313 | 减仓 |
| EQIX | EQUINIX INC | $9.10万 | 0.00% | 87 | -1 | -1.1% | -$1,046 | 减仓 |
| SBUX | STARBUCKS CORP | $9.00万 | 0.00% | 877 | 4 | 0.5% | $410 | 加仓 |
| WSM | WILLIAMS-SONOMA INC | $9.00万 | 0.00% | 385 | 287 | 292.9% | $6.71万 | 加仓 |
| SO | SOUTHERN CO/THE | $8.90万 | 0.00% | 929 | -55 | -5.6% | -$5,269 | 减仓 |
| PGR | PROGRESSIVE CORP | $8.90万 | 0.00% | 406 | 18 | 4.6% | $3,946 | 加仓 |
| EXPO | EXPONENT INC | $8.80万 | 0.00% | 1,504 | -414 | -21.6% | -$2.42万 | 减仓 |
| ECL | ECOLAB INC | $8.80万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $8.80万 | 0.00% | 235 | -10 | -4.1% | -$3,745 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $8.70万 | 0.00% | 433 | -17 | -3.8% | -$3,416 | 减仓 |